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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
UTI Aggressive Hybrid Fund - Direct Plan
|
Very High
|
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1.23 |
|||
Very High
|
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1.02 |
||||
Very High
|
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0.94 |
||||
Very High
|
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0.50 |
||||
Very High
|
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0.81 |
₹5,956 Cr
1.00 (365)
1,000
--
500
6
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
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UTI Aggressive Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Aggressive Hybrid Fund - Direct Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Aggressive Hybrid Fund - Direct Plan is ₹401.9818 as of 15-Feb-2025.
The AUM of UTI Aggressive Hybrid Fund - Direct Plan Fund is ₹5,956 Cr as of 31-Jan-2025
The riskometer level of UTI Aggressive Hybrid Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.18 24/07/2037 |
4.53
|
GOI Sec 7.23 15/04/2039 |
4.52
|
GOI Sec 7.10 08/04/2034 |
3.52
|
GOI Sec 7.41 19/12/2036 |
2.20
|
GOI Sec 6.92 18/11/2039 |
2.12
|
As of 31-Jan-2025, UTI Aggressive Hybrid Fund - Direct Plan had invested 69.21% in Equity, 27.6% in Debt and 3.19% in Cash & Cash Eq. See More
UTI Aggressive Hybrid Fund - Direct Plan is 12 years 1 months old. It has delivered 13.29% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
12.75%
|
16.15%
|
18.15%
|
12.53%
|
11.91%
|
13.29%
|
No, There is no lock in period in UTI Aggressive Hybrid Fund - Direct Plan.
The expense ratio of UTI Aggressive Hybrid Fund - Direct Plan is 1.23.